Stock
EES
| Ownership Count: | 339 |
| Ownership Count: | 339 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| MORGAN STANLEY | 0.01% |
Added 0.22%
|
775,453 | $41,827,000.0 |
| UBS Group AG | 0.01% |
Reduced 2.15%
|
728,545 | $39,297,000.0 |
| BANK OF AMERICA CORP /DE/ | 0.01% |
Reduced 0.03%
|
701,228 | $37,824,000.0 |
| Huber Financial Advisors, LLC | 4.67% |
No Change
|
557,723 | $12,454,000.0 |
| Essential Planning, LLC. | 0.19% |
Added 5923.11%
|
536,780 | $29,435,000.0 |
| AMERIPRISE FINANCIAL INC | 0.01% |
Reduced 0.65%
|
498,431 | $26,884,000.0 |
| 3D ASSET MANAGEMENT, INC | 3.74% |
No Change
|
450,142 | $13,446,000.0 |
| LPL Financial LLC | 0.01% |
Added 8.32%
|
395,828 | $21,350,000.0 |
| Cetera Investment Advisers | 0.04% |
Reduced 18.35%
|
319,934 | $17,257,000.0 |
| Shore Point Advisors, LLC | 8.35% |
Added 0.57%
|
280,874 | $15,150,000.0 |
| Global Retirement Partners, LLC | 0.43% |
Added 10.57%
|
272,463 | $14,696,000.0 |
| Savant Capital, LLC | 0.11% |
Reduced 13.45%
|
258,633 | $13,950,000.0 |
| 3D/L Capital Management, LLC | 2.83% |
Reduced 8.71%
|
201,526 | $8,720,000.0 |
| Cetera Advisor Networks LLC | 0.05% |
No Change
|
199,511 | $9,999,000.0 |
| Snowden Capital Advisors LLC | 0.01% |
Added 10985.45%
|
192,000 | $68,352,000.0 |